Top Investor Superstars: US institutional investor portfolios

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Stock ownership of top institutional investors like PrimeCap management, Oakmark, Wasatch and more. Find out which companies the biggest individual investors are investing in, and their best stocks.

Note : This data is based on shareholding data filed with the Exchanges.

"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches "Balanced Fund" but not "Balanced Growth Fund" Balanced Fund: Use this format without quotation marks to search for all funds related to the term "Balanced Fund" The results may include "Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".

INSTITUTIONAL INVESTORS WITH HIGHEST MONTHLY NET WORTH CHANGE(%)

INSTITUTIONAL INVESTORS: STOCKS WITH HIGHEST MONTHLY CHANGE(%)

INSTITUTIONAL INVESTORS: PREFERRED SECTORS

Superstar	Portfolio Value * (change)	#Of Stocks	Sector Preference	Quarterly Net Worth	Top Holdings	Recently bought	Recently sold
PRIMECAP Management	130,993.03 M 1.16%	344	Pharmaceuticals & Biotechnology (22.91%) Software & Services (18.66%) Hardware Technology & Equipment (16.94%)		Lilly(Eli) & Co (10,718.58 M ) Alphabet Inc - Ordi… (4,729.09 M ) Microsoft Corporati… (4,186.29 M )	Immunome Inc 3.60055% Amentum Holdings In… 1.49892% Indie Semiconductor… 1.1905%	Bath & Body Works I… -1.93012% Rhythm Pharmaceutic… -1.23208% AECOM -0.93383%
Yacktman Asset Management	7,974.51 M -6.37%	70	Oil & Gas (17.05%) Software & Services (16.77%) Banking and Finance (15.33%)		Canadian Natural Re… (849.34 M ) Microsoft Corporati… (554.43 M ) Fox Corporation - O… (433.49 M )	Olin Corp. 0.10463% GrafTech Internatio… 0.02295% Darling Ingredients… 0.01805%	State Street Corp. -0.40714% Reliance Steel & Al… -0.16931% Armstrong World Ind… -0.15592%
Causeway International Value	4,993.75 M 13.9%	77	Transportation (28.03%) Software & Services (15.54%) Hotels Restaurants & Tourism (12.95%)		Canadian Pacific Ra… (1,387.72 M ) Carnival Corp. - Or… (626.94 M ) Barrick Gold Corp. (210.02 M )	Carnival Corp. - Or… 1.96503% Hello Group Inc - A… 0.75009% Whirlpool Corp. 0.65417%	TD Synnex Corp -0.5593% Banco Bradesco S.A.… -0.3093% FinVolution Group -… -0.20454%
ValueAct Capital	5,055.48 M 25.19%	14	Software & Services (59.9%) Media (25.38%) Commercial Services & Supplies (9.33%)		Salesforce Inc (803.44 M ) Roblox Corporation … (748.79 M ) Walt Disney Co (The) (737.76 M )	Rocket Companies In… 4.45814% Liberty Media Corp.… 0.80036% Liberty Media Corp.… 0.42485%	Toast Inc - Ordinar… -1.02983% Expedia Group Inc -0.70819% Roblox Corporation … -0.20213%
Tweedy Browne International Value	1,189.96 M -21.71%	60	Banking and Finance (29.27%) Automobiles & Auto Components (19.86%) Pharmaceuticals & Biotechnology (16.82%)		CNH Industrial NV (183.3 M ) Berkshire Hathaway … (172.75 M ) Coca-Cola Femsa S.A… (123.38 M )	Heartland Express, … 0.01952% HCI Group Inc 0.0184% Employers Holdings … 0.01784%	FMC Corp. -2.06137% Ionis Pharmaceutica… -0.16672% CNH Industrial NV -0.10402%
Donald Smith & Co	4,131.49 M 7.49%	52	Banking and Finance (39.74%) Metals & Mining (22.88%) Diversified Consumer Services (7.99%)		Aercap Holdings N.V. (377.15 M ) Eldorado Gold Corp. (247.61 M ) United States Steel… (223.8 M )	Allegiant Travel 1.8187% Harley-Davidson, In… 1.43061% Park Hotels & Resor… 1.18924%	Radian Group, Inc. -0.63725% NMI Holdings Inc - … -0.58784% Iamgold Corp. -0.42232%
EDGEPOINT CANADIAN PORTFOLIO	13,724.76 M 4.92%	39	Retailing (16.32%) General Industrials (15.47%) Metals & Mining (10.68%)		Restaurant Brands I… (982.04 M ) Norfolk Southern Co… (978.75 M ) Dollar Tree Inc (871.21 M )	Dayforce Inc 3.07655% Algonquin Power & U… 2.52582% Twist Bioscience Co… 1.85978%	Mattel, Inc. -3.10203% Lincoln Electric Ho… -0.92219% Franco-Nevada Corpo… -0.65502%
Oakmark Intl Small Cap	61,726.65 M 3.3%	146	Banking and Finance (30.63%) Automobiles & Auto Components (12.84%) Diversified Consumer Services (8.94%)		CNH Industrial NV (3,167.39 M ) Alphabet Inc - Ordi… (3,147.11 M ) Charles Schwab Corp. (2,447.29 M )	Molina Healthcare I… 1.93253% Carlyle Group Inc (… 1.55184% Keurig Dr Pepper Inc 1.11101%	CNH Industrial NV -2.56381% Etsy Inc -1.68171% Kroger Co. -1.42923%
Value Partners Group	1,284.68 M 211.05%	99	Banking and Finance (28.98%) Software & Services (26.25%) Transportation (14.85%)		CVS Health Corp (82.77 M ) Alphabet Inc - Ordi… (78.23 M ) Sun Life Financial,… (72.06 M )	Open Text Corp 0.76041% Rogers Communicatio… 0.3662% Magna International… 0.3165%	Vermilion Energy Inc -0.01662% Bentley Systems Inc… -0.01397% Methanex Corp. -0.00653%
Private Capital	839.81 M 5.08%	113	Banking and Finance (26.66%) Software & Services (14.59%) Media (8.64%)		QuinStreet Inc (62.2 M ) Harrow Health Inc (49.78 M ) Barrett Business Se… (48.08 M )	ACNB Corp. 2.57591% Perion Network Ltd. 1.19826% Astronics Corp. 1.1367%	Everi Holdings Inc -1.56162% Lakeland Industries… -0.11059% Motorcar Parts of A… -0.09093%
Keeley-Teton Advisors, LLC	742.9 M 8.86%	337	Banking and Finance (26.58%) General Industrials (9.99%) Realty (7.35%)		Ensign Group Inc (10.98 M ) Air Lease Corp - Or… (10.42 M ) Perrigo Company plc (10.27 M )	Landsea Homes Corpo… 0.44949% Alerus Financial Co… 0.22879% Douglas Dynamics Inc 0.22863%	Silvercrest Asset M… -0.16009% Mesa Laboratories, … -0.11629% Triumph Group Inc. -0.09847%
Third Avenue Management	455.93 M -2.98%	59	Banking and Finance (30.61%) Realty (26.2%) Diversified Consumer Services (8.98%)		Tidewater Inc. - Or… (33.45 M ) Warrior Met Coal Inc (29.61 M ) Five Point Holdings… (23.06 M )	Tidewater Inc. - Or… 0.44684% Bluelinx Hldgs Inc 0.36513% AMBAC Financial Gro… 0.26628%	Hamilton Beach Bran… -0.34708% Alamo Group Inc. -0.05258% Old Republic Intern… -0.05223%
Wasatch International Growth	19,362.2 M 8.61%	240	Software & Services (21.72%) Banking and Finance (17.07%) Diversified Consumer Services (9.44%)		Healthequity Inc (731.65 M ) Shift4 Payments Inc… (495.62 M ) Ensign Group Inc (495.27 M )	Lakeland Industries… 10.4675% AudioEye Inc 9.84027% Universal Technical… 4.1325%	Esperion Therapeuti… -6.83878% GEN Restaurant Grou… -6.20824% biote Corp - Ordina… -4.232%
Fairholme Focused Income Fund	1,144.38 M 1.85%	12	Realty (77.96%) Oil & Gas (15.53%) Banking and Finance (6.44%)		St. Joe Co. (892.13 M ) Enterprise Products… (171.69 M ) Bank OZK (28.73 M )	Consol Energy Inc 0.00949% Occidental Petroleu… 0.00461% Diamondback Energy … 0.00136%	St. Joe Co. -0.70522% Energy Transfer LP … -0.02% Bank OZK -0.01048%
Bruce Kovner	3,144.97 M 12.32%	474	Software & Services (33.54%) Automobiles & Auto Components (25.5%) Hardware Technology & Equipment (7.65%)		Tesla Inc (764.61 M ) Amazon.com Inc. (499.64 M ) Advanced Micro Devi… (126.02 M )	-	-
Chou RRSP Fund	178.85 M 25.49%	31	Banking and Finance (58.9%) Software & Services (10.85%) Automobiles & Auto Components (10.77%)		Berkshire Hathaway … (65.37 M ) Sirius XM Holdings … (15.64 M ) Stellantis N.V (14.63 M )	Sirius XM Holdings … 0.20415% Stellantis N.V 0.03264% Occidental Petroleu… 0.00691%	-

* The portfolio values on this page are updated once a day. Click on the superstar name to check their latest net worth.